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United Parcel Service
UPS

Overview Fund Activity

2,187 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 886 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.87%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
886
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$900M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
Marshall Wace
Marshall Wace
United Kingdom
+$146M
4
Franklin Resources
Franklin Resources
California
+$138M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$479M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$408M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$342M
4
JIM
Jensen Investment Management
Oregon
-$225M
5
Ameriprise
Ameriprise
Minnesota
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
1226
Gleason Group
Kentucky
$980K +$9.2K +59 +0.9%
MGIA
1227
Moneta Group Investment Advisors
Missouri
$979K +$20.3K +130 +2%
HWA
1228
Heritage Wealth Advisors
Virginia
$978K +$169K +1,082 +21%
PTC
1229
Private Trust Company
Ohio
$975K -$822K -5,271 -46%
RMAM
1230
Raab & Moskowitz Asset Management
New Jersey
$972K -$56.1K -360 -5%
CDH
1231
Charles D. Hyman
$970K -$3.74K -24 -0.4%
DS
1232
DRW Securities
Illinois
$969K +$610K +3,915 +170%
LAM
1233
Lakewood Asset Management
Illinois
$969K -$199K -1,279 -17%
CAAS
1234
Capital Asset Advisory Services
Michigan
$961K -$6.83K -44 -0.7%
FCM
1235
Fourpath Capital Management
Oklahoma
$958K -$19K -122 -2%
MSA
1236
Marino Stram & Associates
Massachusetts
$957K +$12.3K +79 +1%
BCM
1237
BlueCrest Capital Management
Jersey
$954K +$954K +6,123 New
PL
1238
Perpetual Ltd
Australia
$954K -$17.1K -110 -2%
BTWM
1239
Baker Tilly Wealth Management
Wisconsin
$951K -$868K -5,568 -48%
GBT
1240
Grove Bank & Trust
Florida
$948K +$91.2K +585 +11%
MYIA
1241
Mount Yale Investment Advisors
Colorado
$946K +$1.25K +8 +0.1%
MWM
1242
Meridian Wealth Management
Kentucky
$944K +$23.8K +153 +3%
AWM
1243
Affinity Wealth Management
Delaware
$942K -$167K -1,074 -15%
ADIM
1244
Alpha DNA Investment Management
Maryland
$941K +$4.05K +26 +0.4%
TCM
1245
Tradewinds Capital Management
Washington
$941K – – –
VI
1246
Versor Investments
New York
$931K +$217K +1,392 +30%
BBNA
1247
Bremer Bank National Association
Minnesota
$928K -$8.42K -54 -0.9%
M1FG
1248
Mach-1 Financial Group
Arkansas
$927K -$5.14K -33 -0.6%
BAM
1249
Berkshire Asset Management
Pennsylvania
$923K -$25.9K -166 -3%
IWA
1250
IVC Wealth Advisors
Pennsylvania
$923K -$5.14K -33 -0.6%
48 49
50
51 52